Jennifer BASS signed Encino Energy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Encino Energy, LLC's EIN is 45-3116892.
Download the official 2024 Form 5500 (PDF) for Encino Energy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Encino Energy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2050 INV Mutual Fund - | Common Collective Trusts | — | — | $9.9M | 18.7% | |
| FID 500 INDEX Mutual Fund - | Common Collective Trusts | — | — | $7.3M | 13.8% | |
| FID FDM IDX 2055 INV Mutual Fund - | Common Collective Trusts | — | — | $4.5M | 8.6% | |
| FID FDM IDX 2045 INV Mutual Fund - | Common Collective Trusts | — | — | $4.0M | 7.6% | |
| FID FDM IDX 2040 INV Mutual Fund - | Common Collective Trusts | — | — | $3.6M | 6.7% | |
| FID FDM IDX 2035 INV Mutual Fund - | Common Collective Trusts | — | — | $2.9M | 5.4% | |
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $2.7M | 5.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 4.2% | |
| FID FDM IDX 2060 INV Mutual Fund - | Common Collective Trusts | — | — | $2.1M | 4.0% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.9M | 3.6% | |
| FID FDM IDX 2030 INV Mutual Fund - | Common Collective Trusts | — | — | $1.8M | 3.5% | |
| FID INTL INDEX Mutual Fund - | Mutual Funds | — | — | $1.2M | 2.4% | |
| FID SM CAP IDX Mutual Fund - | Common Collective Trusts | — | — | $1.0M | 1.9% | |
| FID MID CAP IDX Mutual Fund - | Common Collective Trusts | — | — | $914K | 1.7% | |
| PIONEER BOND Y Mutual Fund - | Other securities | — | — | $821K | 1.6% | |
| FID GOVT MMKT K6 Mutual Fund - 37 * FID FDM IDX 2065 INV Mutual Fund - | Common Collective Trusts | — | — | $748K | 1.4% | |
| CRLN E MID CAP GR I Mutual Fund - | Other securities | — | — | $661K | 1.3% | |
| UM BEHAVIORAL VAL R6 Mutual Fund - | Other securities | — | — | $598K | 1.1% | |
| FID EMRG MKTS IDX Mutual Fund - | Common Collective Trusts | — | — | $587K | 1.1% | |
| FID FDM IDX 2025 INV Mutual Fund - | Common Collective Trusts | — | — | $510K | 1.0% | |
| FID FDM IDX 2020 INV Mutual Fund - | Common Collective Trusts | — | — | $493K | 0.9% | |
| AF EUROPAC GROWTH R6 Mutual Fund - | Other securities | — | — | $453K | 0.9% | |
| JH DSCPL VAL MDCP R6 Mutual Fund - | Other securities | — | — | $388K | 0.7% | |
| PIMPCO INCOME INST Mutual Fund - | Other securities | — | — | $321K | 0.6% | |
| J H TRITON N Mutual Fund - | Other securities | — | — | $311K | 0.6% | |
| FID US BOND IDX Mutual Fund - | Common Collective Trusts | — | — | $206K | 0.4% | |
| VANG VMMR-FED MMKT Mutual Fund - | Other securities | — | — | $46K | <0.1% | |
| FID FDM IDX INC INV Mutual Fund - | Common Collective Trusts | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | ACCOUNTANT/AUDITOR | $11K | — |
